A projected financial statement analysis seeks to forecast the impact of
various implementation decisions. The pro forma financial statement can be part
of the risk analysis of strategic plan. The goal of this assignment is to
ensure your strategic plan is viable financially. In other words, does it
create value for the firm?

Consider the cost structure and revenue streams for your strategic
initiative plan. Research and data collected so far and will likely change once
your product or service is commercialized. Each statement should address
financial components of features, expenses, and sales of your product or
service. It is typical for net income to be negative at this point. Do not
assume that you have sales at this point unless you have sold your product or
service.

Research the following if your plan is entrepreneurial: Balance sheet, Income
statement, Statement of cash flow, Fixed and variable expenses, Startup expenses,
or Breakeven analysis

Research the following if your plan is a market expansion plan for an
existing organization, or a mergers and acquisitions plan: Balance sheet, Income
statement, Statement of cash flow, Fixed and variable expenses, A projected
budget, or Breakeven analysis

Complete the “Projected Financial Statement Analysis (Pro Forma 3-Year
Financial Plan)” including the “Questions” tab, “12 Month P& L” tab,
“Year 1” tab, “Year 2 P&L” tab, and “Year 3 P&L” tab. The first
year is monthly and the second and third year are presented quarterly. Please
note the questions in the “Questions” tab may be answered at different points
in completing the Profit and Loss information.